Capital Allocators – Inside the Institutional Investment Industry
Episodes
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
23 Mar 2026
Contributed by Lukas
Jeremy Grantham is the Co-Founder of GMO, a $100 billion Boston-based asset management firm co-founded in 1977. Over six decades in markets, Je...
WTT: When the Benchmark Becomes a Bet
19 Mar 2026
Contributed by Lukas
Throughout most of my career, the S&P 500 has been an appropriate bogey to assess manager performance. More than that, it's the most widely used...
Will Guidara – Unreasonable Hospitality (EP.492)
16 Mar 2026
Contributed by Lukas
Will Guidara is the author of Unreasonable Hospitality and the soon to release Unreasonable Hospitality: The Field Guide. Unreasonable Hospitalit...
Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)
12 Mar 2026
Contributed by Lukas
Ryan Lovell is the Director of Capital Markets at Chainlink Labs, where he leads the development of blockchain-based solutions for tokenized finance...
Katelin Holloway – Human Side of Venture Investing at 776 (EP.490)
09 Mar 2026
Contributed by Lukas
Katelin Holloway is a Founding Partner at Seven Seven Six, a technology-focused venture firm backing great early-stage entrepreneurs that she started ...
[REPLAY] Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP.388)
09 Mar 2026
Contributed by Lukas
Alexis Ohanian is the General Partner and Founder of Seven Seven Six, an early-stage venture capital firm with $1 billion under management that he des...
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
02 Mar 2026
Contributed by Lukas
Gavin Baker is the Managing Partner and Chief Investment Officer of Atreides Management, which oversees $7 billion across public, private, and cros...
Ed Grefenstette and Sean Warrington – Venture Market Update (EP.488)
23 Feb 2026
Contributed by Lukas
Today's show dives into the state of the venture capital from the LP perspective. Sean Warrington is a Partner on the Private Investments tea...
[REPLAY] Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)
23 Feb 2026
Contributed by Lukas
Ed Grefenstette is the CIO of The Dietrich Foundation, which supports charitable organizations in Western Pennsylvania through a truly unique investme...
Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
16 Feb 2026
Contributed by Lukas
Bobby Jain is the CEO and CIO of Jain Global, a global multi-strategy hedge fund he launched last year that manages about $6 billion with ov...
WTT: Can Private Markets Normalize?
12 Feb 2026
Contributed by Lukas
In a world dominated by short-termism, does it seem odd that private equity holding periods are getting longer? Private equity professionals don...
Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
09 Feb 2026
Contributed by Lukas
Stephen Gilmore is the Chief Investment Officer of CalPERS, which at $600 billion is the largest public pension fund in the U.S. and one of th...
[REPLAY] Matt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108)
09 Feb 2026
Contributed by Lukas
Matt Whineray is the CEO of New Zealand Superannuation Fund or Super Fund, one of the highest performing, most innovative and well-regarded large-scal...
[REPLAY] Raphael Arndt – Australia's Sovereign Wealth Fund CIO (Capital Allocators, Episode 70)
09 Feb 2026
Contributed by Lukas
Raff Arndt is the Chief Investment Officer of Australia's AUZ$145 billion Sovereign Wealth Fund, the Future Fund. He trained as an engineer and dove...
Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
05 Feb 2026
Contributed by Lukas
Brendan O'Connor is the CEO of Regal Partners, a premier alternatives manager in Australia with A$21B of FUM across hedge funds, credit and royaltie...
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
02 Feb 2026
Contributed by Lukas
Jonathan Lewinsohn is the co-Managing Partner of Diameter Capital Partners, a credit-focused investment firm he founded with Scott Goodwin in 2017...
[REPLAY] Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
02 Feb 2026
Contributed by Lukas
On today's manager meeting, Kristen VanGelder speaks with Jonathan Lewinsohn. Kristen is Deputy Chief Investment Officer at Evanston Capital, a $4 bil...
Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)
26 Jan 2026
Contributed by Lukas
Lane MacDonald is the Chief Investment Officer of SCS Financial, a registered investment adviser and OCIO platform with approximately $46 billion ...
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
22 Jan 2026
Contributed by Lukas
Nick is the CEO of The Rohatyn Group, a global emerging markets and real assets investment firm he founded in 2002 that manages $7 billion across ...
Scott Kleinman – Apollo's Integrated Alternatives Platform (EP.481)
19 Jan 2026
Contributed by Lukas
Scott Kleinman is the Co-President of Apollo Asset Management. Scott joined Apollo in 1996 as its 13th employee and has spent nearly three decades ...
Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)
12 Jan 2026
Contributed by Lukas
Dr. Ashby Monk is the Executive and Research Director of the Stanford Research Initiative on Long-Term Investing. Over the last two decades, Ashby has...
[REPLAY] Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
12 Jan 2026
Contributed by Lukas
Dr. Ashby Monk is the Executive & Research Director of the Stanford Research Initiative on Long-Term Investing. Ashby has studied and advised the larg...
[REPLAY] - Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29)
12 Jan 2026
Contributed by Lukas
Dr. Ashby Monk is the Executive and Research Director of the Stanford University Global Projects Center. He is also a Senior Research Associate at the...
Mike Gitlin – The Century of Capital Group (EP.479)
05 Jan 2026
Contributed by Lukas
Today's episode continues our ongoing mini-series covering organizations that have proven to be great training grounds of talent. There may be none la...
Top 5 of 2025: #1: Howard Marks
29 Dec 2025
Contributed by Lukas
We're counting down the top 5 episodes of 2025. Coming in at #1 is the legend, Howard Marks from Oaktree. I waited a while to have Howard on the show ...
Top 5 of 2025: #2: Ian Charles
29 Dec 2025
Contributed by Lukas
We're counting down the top 5 episodes of 2025. At #2 is Ian Charles from Arctos Partners. Before founding Arctos alongside Doc O'Connor to dominate t...
Top 5 of 2025: #3: Tim Sullivan
29 Dec 2025
Contributed by Lukas
We're counting down the top 5 episodes of 2025. Coming in at #3 is Tim Sullivan. Tim joined the Yale Investments Office in 1986, a year after David Sw...
Year in Review 2025 (EP.478)
22 Dec 2025
Contributed by Lukas
For this year's annual review, our CEO Hank and I cover investment trends across private and public markets and top-of-mind issues for allocators. We ...
Top 5 of 2025: #5: Adrian Meli
22 Dec 2025
Contributed by Lukas
We're counting down the top 5 episodes of 2025. Coming in at #5, is Adrian Meli from Eagle Capital. It's a fun, nuanced exploration of applying the mo...
Top 5 of 2025: #4: Alex Sacerdote
22 Dec 2025
Contributed by Lukas
We're counting down the top 5 episodes of 2025. At #4, it's Alex Sacerdote from Whale Rock Capital. Alex is a passionate TMT investor who describes ho...
Matthew Dicks – Storytelling Mastery (EP.477)
15 Dec 2025
Contributed by Lukas
Matthew Dicks is a bestselling author, award-winning storyteller, and consultant on storytelling to Fortune 500 companies, including four of the Mag 7...
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
08 Dec 2025
Contributed by Lukas
Josh Wolfe and Brett McGurk are Partners at Lux Capital, a $5 billion venture capital firm that specializes in emerging science and technology compani...
[REPLAY] Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
08 Dec 2025
Contributed by Lukas
Josh Wolfe is the co-founder of Lux Capital, a $1.5 billion venture capital firm formed to support scientists and entrepreneurs who pursue counter-con...
Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
04 Dec 2025
Contributed by Lukas
Robert Boucai and James Broyer are the Co-Founders of Newbrook Capital Properties, a multifamily real estate investment platform built to generate opt...
John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
01 Dec 2025
Contributed by Lukas
John Khoury is the Founder and Managing Partner of Long Pond Capital, a $3 billion hedge fund that specializes in publicly traded real estate securiti...
Mike Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
24 Nov 2025
Contributed by Lukas
Our continuing exploration of the intersection of private wealth and alternatives takes us to Future Standard, one of the largest distribution platfor...
Daniel Mahr – Glass Box Quant at MDT Advisers (EP.472)
20 Nov 2025
Contributed by Lukas
This Sponsored Insight features Daniel Mahr, Head of MDT, the $26 billion quantitative equity investing group at Federated Hermes that oversees a suit...
David Lyon – Hybrid Capital Solutions for Private Assets (EP.471)
17 Nov 2025
Contributed by Lukas
David Lyon is Managing Director and Head of Capital Solutions at Neuberger Berman, where he oversees $10 billion of AUM and deploys $2-3 billion each ...
WTT: The Sydney Sweeney Interview
14 Nov 2025
Contributed by Lukas
Ted breaks down a recent viral video to highlight three important interviewing techniques shared at Capital Allocators University. Read Ted's blog h...
Jay Ripley – Emerging Manager Selection at GEM (EP.470)
10 Nov 2025
Contributed by Lukas
Jay Ripley is the Head of Investments and Deputy Managing Partner at Global Endowment Management, or GEM, an endowment-style outsourced CIO overse...
[REPLAY] Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419)
10 Nov 2025
Contributed by Lukas
Matt Bank is the Deputy Chief Investment Officer at GEM, an OCIO that manages $12 billion for forty clients. GEM was founded in 2007 by investment lea...
Dave Thornton – Unlocking Venture Access Through Stock Options at Vested (EP.469)
06 Nov 2025
Contributed by Lukas
This Sponsored Insight features Dave Thornton, the Co-Founder and CEO of Vested, a venture secondaries platform that provides liquidity to the long ta...
Jeff Aronson – Building Centerbridge Across the Capital Structure (EP.468)
03 Nov 2025
Contributed by Lukas
Jeff Aronson is Co-Founder and Managing Principal of Centerbridge Partners, a $43 billion alternative investment firm he started in 2005 after two dec...
Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
27 Oct 2025
Contributed by Lukas
Mike Trigg and Sanjay Ayer are Portfolio Managers at WCM Investment Management, a $120 billion investor in growth stocks, where Mike also serves as Co...
[REPLAY] Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227)
27 Oct 2025
Contributed by Lukas
Paul Black and Mike Trigg from WCM Investment Management are both past guests on the show who have taken an investment philosophy focused on culture a...
[REPLAY] Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
27 Oct 2025
Contributed by Lukas
Paul Black is Co-CEO and portfolio manager at WCM Investment Management, a $26 billion manager of global equities that he joined when it was a $200 mi...
Morgan Housel – The Art of Spending Money (EP.466)
20 Oct 2025
Contributed by Lukas
Morgan Housel is a bestselling author, partner at Collaborative Fund, and Board member of Markel. Morgan's work focuses on the intersection of human b...
[REPLAY] Morgan Housel – Same as Ever (EP.359)
20 Oct 2025
Contributed by Lukas
Morgan Housel is a partner at Collaborative Fund, blogger about behavior and money, and author of The Psychology of Money. The book has sold 4.5 milli...
[REPLAY] Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
20 Oct 2025
Contributed by Lukas
Morgan Housel is a partner at Collaborative Fund and one of my favorite writers about investing. Morgan recently released his first book, The Psycholo...
John Graham – Evolution of the Canadian Model at CPPIB (EP.465)
13 Oct 2025
Contributed by Lukas
John Graham is the President and CEO of Canadian Pension Plan Investment Board, or CPPIB, which oversees $730 billion Canadian ($530 billion USD) maki...
Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464)
09 Oct 2025
Contributed by Lukas
The movement of private wealth allocations to alternatives is one of the biggest questions impacting the future of private markets. Our Private Wealth...
Matt Spielman – Igniting Careers and Energizing Lives (EP.463)
06 Oct 2025
Contributed by Lukas
My guest on today's show is Matt Spielman, Founder and CEO of Inflection Point Partners, an executive coaching firm that works with leaders primarily ...
[REPLAY] Matt Spielman – Executive Coaching in Asset Management (Capital Allocators, EP.210)
06 Oct 2025
Contributed by Lukas
Matt Spielman is the Founder and CEO of Inflection Point Partners an executive coaching practice he launched after a twenty-year career in the financi...
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
29 Sep 2025
Contributed by Lukas
Mason Morfit and Rob Hale are the co-CEOs of ValueAct Capital, which manages $11 billion in public equities focused on the US and Japan. Since its fou...
Jack Kokko – Building the Google of Finance at AlphaSense (EP.461)
25 Sep 2025
Contributed by Lukas
Jack Kokko is co-founder and CEO of AlphaSense, the market intelligence platform often described as "Google for finance." The company's 6,000 customer...
Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
22 Sep 2025
Contributed by Lukas
Herb Wagner is the Managing Partner of Finepoint Capital, a $4 billion opportunistic value hedge fund he founded eleven years ago after spending fourt...
Adrian Meli – Active Equity Excellence at Eagle (EP.459)
15 Sep 2025
Contributed by Lukas
Adrian Meli is the co-CIO of Eagle Capital Management, a 36-year-old firm that manages $34 billion using a style-agnostic, long-only strategy. Adrian ...
Ted on Alt Goes Mainstream (EP.458)
08 Sep 2025
Contributed by Lukas
Once in a while, I take a turn on the other side of the microphone and share it on our feed when I've said something different from what I have in the...
CIO Greatest Hits: Sovereign Wealth Funds – Raphael Arndt (Australia Future Fund)
01 Sep 2025
Contributed by Lukas
This week's final Summer Series is a mega two-fer, Raphael Arndt from Australia Future Fund and Geoffrey Rubin from CPPIB. We packaged these two leadi...
CIO Greatest Hits: Sovereign Wealth Funds – Geoffrey Rubin (CPPIB)
01 Sep 2025
Contributed by Lukas
This week's final Summer Series is a mega two-fer, Raphael Arndt from Australia Future Fund and Geoffrey Rubin from CPPIB. We packaged these two leadi...
CIO Greatest Hits: Multi-Family Offices – Stan Miranda (Partners Capital)
25 Aug 2025
Contributed by Lukas
This week's Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller fr...
CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2021 (Brandywine)
25 Aug 2025
Contributed by Lukas
This week's Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller fr...
CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2017 (Brandywine)
25 Aug 2025
Contributed by Lukas
This week's Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller fr...
CIO Greatest Hits: Private Equity – Mario Giannini (Hamilton Lane)
18 Aug 2025
Contributed by Lukas
This week's Summer Series is an asset class twofer covering hedge funds and private equity. The first is a hedge fund panel comprised of Dan Fagan fro...
CIO Greatest Hits: Hedge Funds – Dan Fagan (GIC), Craig Bergstrom (Corbin Capital Partners), and Adam Blitz (Evanston Capital)
18 Aug 2025
Contributed by Lukas
This week's Summer Series is an asset class twofer covering hedge funds and private equity. The first is a hedge fund panel comprised of Dan Fagan fro...
CIO Greatest Hits: Public Pensions – Ash Williams (Florida SBA)
11 Aug 2025
Contributed by Lukas
This week's Summer Series is with Ash Williams, the former CIO of the Florida State Board of Administration, where he oversaw one of the largest state...
CIO Greatest Hits: Sovereign Wealth Funds – Nicolai Tangen (Norges Bank)
04 Aug 2025
Contributed by Lukas
This week's Summer Series is Nicolai Tangen, the leader of the largest sovereign wealth fund, Norges Bank Investment Management. Nicolai joined Norway...
CIO Greatest Hits: Single Family Offices – Steve Rattner (Willett Advisors)
28 Jul 2025
Contributed by Lukas
This week's Summer Series is another twofer, Dawn Fitzpatrick from Soros and Steve Rattner from Willett Advisors, Michael Bloomberg's family office. W...
CIO Greatest Hits: Single Family Offices – Dawn Fitzpatrick (Soros)
28 Jul 2025
Contributed by Lukas
This week's Summer Series is another twofer, Dawn Fitzpatrick from Soros and Steve Rattner from Willett Advisors, Michael Bloomberg's family office. W...
WTT: Reconstructing Private Equity: Portfolio Construction for the Post-Distribution Drought
24 Jul 2025
Contributed by Lukas
The movies from my teenage years foreshadowed the topsy-turvy world of today's private equity industry. Back then, we heard of strange things afoot a...
CIO Greatest Hits: Endowments – Scott Wilson (WashU)
21 Jul 2025
Contributed by Lukas
Our Summer Series kickoff is a twofer, Andy Golden, now retired after thirty years at Princeton University Investment Management Company, and Sc...
CIO Greatest Hits: Endowments – Andy Golden (Princo)
21 Jul 2025
Contributed by Lukas
Our Summer Series kickoff is a twofer, Andy Golden, now retired after thirty years at Princeton University Investment Management Company, and Sc...
Ron Kantowitz – Direct Lending's Evolution and Invesco's Edge (EP.457)
17 Jul 2025
Contributed by Lukas
Ron Kantowitz is the Head of Private Debt for Invesco's Private Credit platform, where he leads a team that manages middle-market, senior secured, dir...
Tim Sullivan – Yale's Private Portfolio (EP.456)
14 Jul 2025
Contributed by Lukas
Today's show features one of the biggest industry legends you may never have heard before. My guest is Tim Sullivan, who recently retired from overse...
WTT: A New Twist on an Old Bet with Buffett
09 Jul 2025
Contributed by Lukas
Eighteen years ago, I made a bet with Warren Buffett that pitted hedge funds against the S&P 500. The bet took on a life of its own, and I benefited f...
Michael Ovitz – Reinventing Talent and Building Momentum at Treville (EP.455)
07 Jul 2025
Contributed by Lukas
Michael Ovitz is the legendary co-founder of Creative Artists Agency, where he transformed Hollywood's talent business and built the most powerful for...
[REPLAY] Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233)
07 Jul 2025
Contributed by Lukas
Ali Hamed is the Founder of CoVenture a $2 billion investor across the capital stack of technology start-ups reinventing the economy of the future. Al...
[REPLAY] Ali Hamed - Novel Asset Investing (Capital Allocators, EP.40)
07 Jul 2025
Contributed by Lukas
Ali Hamed is the co-founder of CoVenture and Managing Partner of the CoVenture VC Fund. CoVenture is an innovative company that identifies and inves...
Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
30 Jun 2025
Contributed by Lukas
Today's episode brings together four of my oldest friends in the allocator business for the third time for an unscripted conversation on markets, port...
Hugh MacArthur – Private Equity's Challenges and Opportunities (EP.453)
23 Jun 2025
Contributed by Lukas
Hugh MacArthur is the Chairman of Bain & Company's Global Private Equity Practice, which he helped found more than thirty years ago. Hugh's consulting...
Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452)
16 Jun 2025
Contributed by Lukas
Bob Oros is the outgoing Chairman and CEO of Hightower Advisors, a leading RIA platform with over $165 billion in assets under management. Bob has spe...
Josh Koplewicz – Flexible Capital and Creative Structures at Thayer Street (EP.451)
12 Jun 2025
Contributed by Lukas
Josh Koplewicz is the Managing Partner of Thayer Street Partners, a boutique private equity firm he founded in 2012 that provides flexible growth capi...
David Breach – Software Specialist Enters Private Wealth (Private Wealth 6, EP.450)
09 Jun 2025
Contributed by Lukas
David Breach is the President and Chief Operating Officer of Vista Equity Partners, a leading specialist in enterprise software investing with over $1...
[REPLAY] Private Equity Masters 3: Robert F. Smith – Vista Equity Partners (Capital Allocators, EP.202)
09 Jun 2025
Contributed by Lukas
Robert F. Smith is the Founder, Chairman and CEO, Vista Equity Partners. Vista is a private investment firm that focuses entirely on enterprise softwa...
Kipp deVeer – Scaling for Private Wealth Globally in Credit (Private Wealth 5, EP.449)
02 Jun 2025
Contributed by Lukas
Kipp deVeer is the Co-President of Ares Management, a leading global public alternative investment firm that manages $500 billion across credit, priva...
[REPLAY] Kipp deVeer – The World of Private Credit at Ares (EP.329)
02 Jun 2025
Contributed by Lukas
Kipp deVeer is a Director and Partner of Ares Management, the $30 billon market cap public company (ARES) that manages $360 billion in assets, includi...
Jon Madorsky – Navigating the Evolution of Private Equity Secondaries (EP.448)
29 May 2025
Contributed by Lukas
Jon Madorsky is Managing Partner and Co-Portfolio manager of the secondaries strategy at RCP Advisors, one of the largest managers focused exclusively...
[REPLAY] Alex Abell - Lower Middle Market Buyout Investing at RCP (EP.383)
29 May 2025
Contributed by Lukas
Alex Abell is a Managing Partner at RCP Advisors, which at $14 billion of committed capital, is one of the largest firms focused exclusively on lower-...
Kristin Kallergis Rowland – Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447)
26 May 2025
Contributed by Lukas
Kristin Kallergis Rowland is the Global Head of Alternative Investments for J.P. Morgan Wealth Management, where she oversees $180 billion of alternat...
WTT: The Hardest Day to Invest is Always Today
22 May 2025
Contributed by Lukas
In offering a rare take on the current market, I come back to one of my investment truths: the hardest day to invest is always today. Allocators can ...
Eric Mogelof – KKR's Pivot to Private Wealth (Private Wealth 3, EP.446)
19 May 2025
Contributed by Lukas
Eric Mogelof is the head of Global Client Solutions at KKR, one of the world's leading alternative asset firms with roots in private equity dating bac...
James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
15 May 2025
Contributed by Lukas
James Clarke is the Global Head of Institutional Capital at Blue Owl, a leading public alternative asset manager with $270 billion in assets under man...
[REPLAY] Private Equity Masters 6 – Doug Ostrover – Blue Owl Capital (Capital Allocators, EP.205)
15 May 2025
Contributed by Lukas
Doug Ostrover is the Co-Founder and CEO of Blue Owl Capital, a public company borne out of a merger combining Owl Rock Capital and Dyal Capital. Doug ...
John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
12 May 2025
Contributed by Lukas
John Mathews is the Head of Private Wealth Management in the Americas for UBS. UBS is the world's largest global wealth manager with $6 trillion in as...
Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
05 May 2025
Contributed by Lukas
Michael Sidgmore is the Co-Founder of Broadhaven Ventures and the creator of the Alt Goes Mainstream podcast, which explores the intersection of priva...
Rodrigo Bitar – Overlooked Opportunities in Latin America (EP.442)
28 Apr 2025
Contributed by Lukas
Two weeks ago, James Aitken suggested sharpening your pencil to find specific individual assets that have been beaten down, while Louis-Vincent Gave d...
[REPLAY] Rodrigo Bitar – Empty Rooms: Investing in Venezuela (Capital Allocators, EP.268)
28 Apr 2025
Contributed by Lukas
Original Release Date: 08/29/2022 On today's show we'll discuss a classic empty room – an opportunity ignored by most investors. In this case, we...
WTT: What it Takes to Raise Capital
24 Apr 2025
Contributed by Lukas
No one wants to invest in a small manager. There, I said it. But everyone wants to invest in a great small manager. So how does a small manager try to...
Ben Forman – Unlocking Blockchain's Potential (EP.441)
21 Apr 2025
Contributed by Lukas
Ben Forman is the Founder and Managing Partner of ParaFi Capital, a $1.5 billion manager of financial applications of blockchain technology and digita...
[REPLAY] Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)
21 Apr 2025
Contributed by Lukas
Ben Forman is the Founder and Managing Partner of ParaFi Capital, a $1 billion investment and technology firm that focuses on decentralized finance ac...